Baer Mountain Financial Services

09/25/2026

📱With the new IRS app, you can do things like check your refund status, make & review payments, view select notices & letters, access your tax records/transcripts, and get your IP PIN.

The app is free, and if you already have the IRS2Go app, just download the update.

⚠️ Use caution: With anything involving your tax information, make sure you're using verified IRS resources rather than clicking an ad or an unsolicited text/email link. When in doubt, start directly at the IRS website.

Not exactly the most exciting app you'll ever put on your phone, but potentially one of the more useful ones come tax season. 😏

09/17/2026

🛠️ RESOURCE THURSDAY

🧩 You shouldn't need a decoder ring to read your financial reports. I created this simple guide to help you understand what your P&L, Balance Sheet & Cash Flow reports are actually telling you (no accounting degree required).

Having reports is great, but actually *understanding* them is .

⬇ Wrangle your Reports:

Download free tax guides, bookkeeping checklists, and other practical guides designed to help you stay organized all year round.

09/10/2026

🤔 "Messy" books don't always mean a shoebox of receipts or complete financial chaos. Sometimes it's things like:
- Personal & business expenses mixed together
- Transactions 30+ days old not being categorized
- Accounts not being reconciled every month
- Not really knowing if your reports are accurate
- Waiting until tax time to see how your business did all year

🧶 One or two loose ends? Manageable. But if a few of the things above sound familiar, your books might be trying to tell you something.

The Messy Books Scorecard can help you find out where they stand.

⬇ Snag your Scorecard:
https://www.baermountainfs.com/resources

09/07/2026

Today is for recognizing the people whose work keeps our businesses, communities and everyday lives moving forward.

To everyone who shows up, puts in the work and helps keep things moving - thank you.

09/03/2026

🛠 RESOURCE THURSDAY

If your books are anywhere from "a couple things needing attention" to "nothing has been reconciled this year" 😬 - we've got you!

💯 The Messy Books Scorecard is a quick, free check-in to help you figure out where your books could use a little (or a lot) of attention - no judgement, no accounting jargon.

⬇ Snag the Scorecard here:

Download free tax guides, bookkeeping checklists, and other practical guides designed to help you stay organized all year round.

09/02/2026

🍎 My littles are back to school, that means my Fridays are back to being open(ish) with appointments only.

📆 Sept 7th - Closed for Labor Day

🔗 Link to schedule a Best Fit Call: https://calendly.com/baermountainfs

08/10/2026

Well, I was on a FB post roll until I went on vacation...then I fell off the posting-wagon 🤠 to rectify that, I'm announcing my brand-spankin' new Resources page on my website! ✨

Whether you're looking for:
✔︎ Tax tips
✔︎ Bookkeeping help
✔︎ What the heck is a P&L
..you'll find them all in one place, and I'll be adding more over time.

Share with your favorite business owner and be sure to check back whenever you want a little guidance.

https://www.baermountainfs.com/resources

07/23/2026

I’m excited to be part of WaFd Bank’s Small Business Spotlight Night! It’s open to the public and will feature a great mix of local businesses.

I’ll be there with information about personal taxes, business taxes, bookkeeping support, and practical financial resources.

I’ll also have a limited number of native plant starts to give away, thanks to a collaboration with Mountain Momma Plants & Garden Spaces, LLC 🌱

Come say hi, meet some local businesses, and enter to win the event’s community giveaway basket!

06/26/2026

06/19/2026

Messy books create stress, but clear books create options.